Time back to 2009, this year's largest science and technology news than Oracle's $ 7.4 billion acquisition of Sun, through a server, storage, operating systems, middleware, databases, programming languages full-stack vertical system was born, people scared call will have a profound impact. Ten years passed and then came to light in 2019, people are talking about AI, big data, container, Kubernetes, hybrid cloud. The world really is changing too fast.
Over the past decade is the decade of rapid development of digital technology, technology trends, market structure, business models have undergone enormous changes. Synergy Research data on the size of each market segment over the last decade corporate IT spending, IT company's revenue, SaaS and other detailed statistics and review the formation of a valuable statistical charts, we can see from this data this decade, especially in cloud computing impact on the industry is digital, it is how to change the world.
Cloud infrastructure this decade: from 0 to N
From first look at corporate IT spending tremendous changes over the past decade.
In the past decade, business spending on data center hardware and software to maintain modest growth, of which a few years almost stagnant status until 2018 and 2019 have rebounded. Virtualization software, Ethernet switches and network security is the highest growth market segments. Share of the entire data center server market remains stable, but the share fell storage.
Compared with the traditional data center spending stagnant, cloud infrastructure spending over the past decade has gained unprecedented growth and achievements such as the AWS cloud computing giants. According to Synergy Research Statistics and forecast of market size in 2019 global cloud infrastructure services spending will reach $ 97 billion, the first time exceeded spending on data center equipment.
Cloud infrastructure spending in 2019 for the first time more than traditional data center expenses
To specific market segments, IaaS market after a decade of magnificent growth, in 2019 the share has remained stable, while PaaS (especially database), networking, data analysis became the fastest-growing segments, hosted private cloud share has declined in 2019.
In fact, over the past decade is the growing complexity of enterprise applications, the amount of data and data analysis surge in a decade, but also progressive IaaS infrastructure of the process. Cloud computing also take from 0 to N, the rise of cloud infrastructure service providers, to a large extent priced in global server shipments, demand for new data center construction. Now, the server half of the sales are entered into the cloud service provider's data center.
It is foreseeable that the next decade, business spending on cloud infrastructure will continue to maintain a high growth rate, and will widen the gap between the traditional data center expenses, a real cloud is accelerating the arrival of the world.
SaaS decade: $ 100 billion dreams
Look at the situation from the software market performance over the past decade SaaS.
According to Synergy Research data show that income SaaS market in the past decade increased by $ 100 billion, an average annual growth rate of 39%, up from 2 percent a decade ago to 23 today in the proportion of the total software market %, this ratio is still low, we can foresee the future of SaaS still has a huge market potential. However, this ratio is also well understood, because only at the infrastructure level completed IaaS and PaaS technology first, SaaS will gradually catch up.
In contrast, the traditional perpetual license software revenue in this decade, the performance is very general, the average annual growth rate of less than 4%.
If IaaS achievements of the growth story AWS, then SaaS is the key to Microsoft's success over the past decade of transition. Microsoft in the past decade, a good grasp of SaaS trend, its software revenue more than doubled in ten years, more than $ 100 billion, of which never zero SaaS revenue grow to more than $ 20 billion.
100 billion dollars SaaS2019年规模达到
To specific market segments, SaaS has had a major impact in all major software applications. The biggest area of SaaS collaboration, CRM and HCM, the highest growth rate of collaboration and HCM. ERP *** in SaaS market rate is still at a low position.
The reason why SaaS in the last decade become more and more attractive, mainly because after the cloud computing infrastructure to enhance the ability to bring the hosting capacity significantly improved, SaaS itself more economical and flexible use, but also more user-friendly. There is no doubt that the next decade, the potential of SaaS will be further outbreaks, but does not accelerate the transformation of traditional software companies will abandon the increasingly narrow market, there is no way out at all.
In this decade also saw the birth of a number of very good SaaS company, in addition to the established SaaS company Salesforce, Workday, Zendesk, Splunk, Cloudera, Tableau are all in contact with representatives of the rise of these companies also greatly promoted the development of SaaS .
UC collaboration this decade: the role of local and cloud conversion
UC collaboration over the past decade by the influence of the field of cloud computing.
According to Synergy Research data show that annual spending in 2019 UC collaboration tools around $ 45 billion, of which computing deployment model based hosting and cloud share has reached 68%, while only 32% of the local deployment model. This decade, cloud-based deployment of market growth more than quadrupled, while the local market is the deployment of an average decrease of 4% per year. A decade later, the two have quietly completed a role reversal.
In the local deployment of products, the largest segment is IP telephony, video conferencing, e-mail and content management, but its associated spending has been declining, and only a small number of IP phones there have been some growth. The deployment in the cloud market, CPaaS, TeamWork application, UCaas, CCaaS and cloud file sharing in areas such as the emergence of strong growth.
Over the past decade, the rapid development of mobile Internet, as well as last year or two 5G getting into business, a substantial advances in technology allow communications to improve business productivity and provide a new way, but also to enterprise collaboration tools and solutions begin to complex.
There is no doubt that Microsoft and Cisco UC collaboration is still the market leader, but the collaboration market in the last decade are still large numbers of new market entrants and entrants limelight these markets is extremely strong, such as Zoom, Slack and so on, often there are media reports, Microsoft and other companies may be acquired. Others, like Drobox, Twilio, etc. are excellent representatives.
Unicorn this decade: the beginning of the growth of the market showstopper
Cloud computing for the whole IT industry had a huge change in the last decade. The change also made in a number of startups have emerged and gained tremendous growth in the market.
In the enterprise market, one billion US dollars in revenue is an important threshold, which marks the company begun to take shape in the products, markets, channels, users and other systems in the market began to have a certain influence. According to Synergy Research data show that there are twelve suppliers with annual revenues in excess of one billion dollars, of which six belong to the SaaS field, including representatives of Workday, ServceNow and so on.
Other areas also have outstanding representatives, such as software-defined networking company Arista NetWorks, ultra-integration company Nutanix, the company PureStorage all-flash and so on. This 12 companies in 2009 income is only about $ 200 million, and by 2019 the total revenue of more than $ 23 billion.
12 companies the size of more than 1 billion US dollars of accounts
In addition to these 12 companies, this decade, there are many startups acquired large companies, including the recently more famous Salesforce acquisition of Tableau, Nimble Storage is the acquisition of HPE and so on. In addition, like RingCentral, revenue size Zendesk, Zoon, Slack will soon reach the billion-dollar scale.
Careful study found, SaaS is a breakthrough in the decade unicorn most areas, especially in some specific aspects of innovative applications very easy to be successful. And like networking facilities, storage, cloud infrastructure, we are often the scale and broad product portfolio is more important, and this is precisely giants advantage, which makes start-ups breakthrough in these areas more difficult.
Giant this decade: city of the first king of the flag
Do not think of this decade with only digital start-ups emerge, changes in the market giants are also people marvel.
Compared to 2009, today's enterprise IT market has become "beyond recognition." Ten years ago, Amazon and Google hardly detached with enterprise-class IT field, Salesforce is still in its early stages, has not yet formed climate. Today, Amazon and Google cloud computing by wind, strong entry into the enterprise market. Chinese market is similar, Alibaba, Tencent is the most prominent representatives of the Chinese market.
Synergy Research of giants revenue in the enterprise market for the statistics, from 2009 to 2019, six companies have their own corporate sector annual revenue growth of more than $ 10 billion, of which Microsoft is to achieve so far in the enterprise space by far the largest increase, reaching $ 50 billion, followed by Amazon, Huawei, Dell, Cisco and Salesforce. Google and Adobe enterprise market revenue size has not exceeded $ 10 billion, but the growth momentum.
There are eight large companies in the enterprise business increased by 100 billion dollars
Synergy Research The statistics do not reflect the company's largest IT vendor rankings, but a reflection of the market over the past decade to promote the growth of suppliers ranking, it is precisely these suppliers over the past decade, including the largest in the cloud computing market, including IT the driving force.
Of course, we can not ignore the clear stream, it does not show watertight, but in this decade to write the story of the legendary period of rapid growth, the market size will quietly do billions of dollars level, it is the ODM them. Relying on strong demand for ultra-large-scale data center users, ODM as they are produced, manufactured hardware, the scale of 2019, revenue reached $ 17 billion.
This eight + ODM suppliers in ten years the annual income of the corporate sector tripled to $ 320 billion, most of which are the result of natural growth. With one exception - Dell, Dell in 2016 to EMC and VMware in the bag, will greatly enhance the income of its corporate business sector.
The pace of market fighting continues. Therefore, we can see that Microsoft, AWS, Google have a strong hybrid cloud even reached the private cloud market; only vendor Huawei unwilling to the field of infrastructure, cloud computing start strong killed ......
Overall, the past decade was the most intense years of business service changes in the market, reflected in the user applications, products, technology, business models, comprehensive changes in market structure, not only the emergence of a large number of start-ups, giants of "cross-border" behavior has become increasingly clear that all of these changes are driven by digitization. If the timeline stretched over the past decade is only accelerating the pace of digitization of a start, the wave of the future digital world have been rolling in.